Step 1: Share Your Vision With Us
Schedule a Discovery Call
- Our 15-minute Zoom call gives us the opportunity to hear what you're most passionate about and why your intentions are important to you.
- We talk about some of the barriers or challenges you feel are preventing you from reaching an unrestrained financial life.
- At the end of our call, we discuss next steps on how we can help you achieve wealth empowerment.
Step 2: Understand Your Wealth Journey
Our Strategy Session
- In this hour-long Zoom session, we dive deeper into your most important financial goals.
- We discuss what potential gaps lie in your plan and give you a written summary of 2-3 action items.
- At the end of the meeting, we determine next steps your wealth journey.
Step 3: Let's Get to Work
Holistic Financial Planning
- Based on your Strategy Session, our team designs and implements a comprehensive financial plan in a series of 1:1 sessions with your wealth advisor.
- Throughout this foundational 6-9 month period, your advisor also provides accountability calls and action items to help us stay on track.
- Asset management is also available with our wealth team to manage your portfolio based on your goals, risk and time horizon.
Step 4: The MWC Membership
Ongoing Maintenance and Advice
- After your foundational 6-9 month planning period, we activate your monthly membership to keep the long-term momentum. You will continue to receive sound and customized financial advice from your wealth advisor.
- Your membership gives you access to our resources and tools that will help you stay educated and empowered in your professional and personal growth.
- When major life changes happen, we'll be there to guide you and make adjustments to your financial plan.